2023 Form 5500 filing — Atria Senior Living, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007154330NAL0015442129001) for Atria Senior Living, Inc. 401(K) Plan, reported by Atria Senior Living, Inc. under EIN 27-4673765 and plan number 001. It reports 12,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007154330NAL0015442129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atria Senior Living, Inc.
- EIN
- 27-4673765
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 12,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,116,466
- Net assets (EOY)
- $167,116,466
- Employer contributions
- $3,104,883
- Participant contributions
- $13,237,870
- Total income / additions
- $38,433,073
- Benefits paid
- $22,346,947
- Administrative expenses
- $379,916
- Total expenses
- $22,944,602
- Net increase / (decrease)
- $15,488,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $336,013 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $24,363 | not reported in the loaded dataset |
| Mcm Cpas & Advisors Llp | AUDITING | $19,540 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |